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Decentralized Capital Markets Research & Articles: www.shoal.gg Twitter: https://twitter.com/Shoalresearch TG link: https://t.me/shoalresearch Website: Shoalresearch.xyz
DAIN: The Decentralized Autonomous Infrastructure Network
DAIN is pioneering a "smart internet," powered by AI agents that communicate naturally with each other and with us, using human language.
Source: https://x.com/DonnySolana/status/1842255454854168950
Robbie Petersen: A New Framework For Identifying Moats In Crypto Markets
While we have numerous precedents and heuristics for understanding moats in traditional markets, we lack equivalent frameworks that account for these structural differences.
> This piece aims to bridge this gap by getting to the root of what constitutes a sustainable moat, and downstream of this, identify the handful of apps positioned to sustainably capture value
Source: https://x.com/robbiepetersen_/status/1841887528154230844
Chaos Labs: Liquity V2 Mechanism Design Review
This paper presents a comprehensive design review of Liquity V2, with a focus on its interest rate and redemption mechanisms, as well as the stability pool dynamics that shape borrowing demand, interest rates,and system incentives.
Source: https://cdn.sanity.io/files/zmh9mnff/production/ca6a4815e62b05f33fb3ec56c5a4c42d6b7ddbec.pdf
Decentralised Co: The Infinite Bookshelf - EigenDA's Expandable Ethereum Archive
DA solutions ensure that the information required to validate and process transactions on a blockchain is accessible to all participants.
> This article takes a look at how EigenDA and DA services are trying to smoothen the traffic flow.
Source: https://www.decentralised.co/p/the-infinite-bookshelf
2077 Research: Unpacking The Starknet Bolt Upgrade
With parallel execution reducing congestion and block packing cutting data availability costs, Starknet is now faster, cheaper, and more scalable.
> A deep dive into Starknet's Bolt upgrade covering: Parallel Execution & Block Packing.
Source: https://x.com/2077research/status/1841907270956773521?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Connor Keenan: Such Tokens - Much Wow
Assessing the game mechanics of memecoins, and why they fall short for content curation.
Source: kingpost/memecoins-vs-curation-markets" rel="nofollow">https://paragraph.xyz/@kingpost/memecoins-vs-curation-markets
vik0nchain: So long, Solana? The Rise of Blockchain's Parallel Universes
Discussing the evolution of blockchain scalability through parallel execution models, comparing Solana's pioneering approach with newer projects like Sei, Aptos, and Sui.
> It explores how these blockchains handle the challenge of transaction conflicts, a key bottleneck in parallel processing👇
Source: https://x.com/vik0nchain/status/1841871167860130042
23andWE: Latest DataDAO Built on Vana
A data Rrevolution against 23andMe and its attempts to sell its genetic data without express user consent. 23andWE’s aim is to empower people control their genetic data.
Source: https://x.com/withvana/status/1841780247060218349
Visa Launching Tokenized Asset Platform on Ethereum
to launch an initial pilot with select customers in 2025 on the public Ethereum blockchain
Visa isn't launching an L2, yet. This is an L1 app to coordinate tokens across all of Ethereum
Source: https://x.com/ryanberckmans/status/1841845557339251103?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Multiplayer AI Social Apps
Jeff Morris: Yet to See an AI Native Social App that is Interesting in Multiplayer Mode
“many single player companion apps for loneliness, but nothing cool yet that you can do with your friends”
Source: https://x.com/jmj/status/1841533090495381771?s=46&t=ywALktyM5ZCyt-zigN5Big
Chain of Thought: Ultimate Crypto AI Primer
to stay updated with best crypto AI research
Source: https://primer.chainofthought.xyz/Ultimate-Crypto-AI-Primer-ad8d50ef3de0444caaabb13dea85c320
Live Trials of Digital Asset Transactions on Swift to Start in 2025
By next year, banks across North America, Europe, and Asia will embark on live trials of digital assets & currency transactions over the Swift network
Source: https://x.com/swiftcommunity/status/1841764830023192733?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Lawrence | Post-Nietzschism: a Discourse of New-Age Crypto Cults
Religion has shaped humanity for millennia, offering comfort, order & purpose in a chaotic world. It is in this void that new Cults are formed
> Memecoin communes are often proposed to be the cults of our age
> Only time will tell if these cults will offer the same solace as religion, the answer of which, may lie in how we navigate these beliefs for meaning
excelmaxi/crypto-cults" rel="nofollow">https://paragraph.xyz/@excelmaxi/crypto-cults
Source: https://x.com/ExcelMaxi/status/1841066422455452150
New HBO Documentary “Money Electric: The Bitcoin Mystery” Claims to Reveal the Identity of the Creator of Bitcoin Satoshi Nakamoto
The big reveal is set to air next Wednesday at 2 a.m. CET (Tuesday at 9 p.m. EST), Oct. 8, 2024
https://www.hbo.com/movies/money-electric-the-bitcoin-mystery#
Source: https://www.politico.eu/article/mystery-creator-bitcoin-identified-new-hbo-documentary-satoshi-nakamoto-crypto-currency/
Decentralised Co: The WBTC Drama
The future of over $9 billion in Bitcoin hangs in the balance as WBTC, the leading wrapped Bitcoin solution, grapples with a centralisation crisis.
> This article dives into the core of the controversy, examining BitGo’s controversial partnership with BiT Global.
Source: www.decentralised.co/p/the-wbtc-drama
Four Pilars: TON - Too Big To Ignore
Analyzing TON's explosive growth and its synergy with Telegram, exploring their impact on the crypto ecosystem, potential as a super app, and current challenges.
Source: https://4pillars.io/en/articles/ton-too-big-to-ignore
Polymarket: Who will HBO Doc Identify as Satoshi Nakamoto?
Polymarket bettors favors Len Sassaman. why?
Sassaman was a well-known cypherpunk, cryptographer and privacy advocate who has a long history of published academic works on cryptography. He died on July 3, 2011
> Unfortunately, he took his life shortly after Satoshi stopped posting on BTCTalk. Coinicidence?🤔
> The runner ups are:
- Hal Finney
- Adam Back
- Paul Le Roux
Source: https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi?tid=1728062573567
Axelar Mobius Development Stack (MDS): Unlocking a New Web3 Design Space
MDS is a new interoperability standard leveraging enhanced AXL token utility to power infinite security and scalability across Web3👇
Source: https://www.axelar.network/blog/mobius-development-stack-launch
=nil; Foundation | Sharding Fee Models
Exploring the pros and cons of local and global fee markets and why a local fee market makes sense for zkSharding.
Source: https://x.com/nil_foundation/status/1841568909717078029
October 3rd~ Rollup
🐚 Research and Ideation 💡
- Blockworks: Monad - High Performance Culture
- Decentralised Co: The WBTC Drama
- mrink0 | Delphi Digital: Polymarket Volume (2024)
- Caliber: Exploring Fully Homomorphic Encryption
- Lawrence | Post-Nietzschism: a Discourse of New-Age Crypto Cults
- Yakitori: Sui Move, for Solidity Developers
- Chain of Thought: Ultimate Crypto AI Primer
- Binance Research: Industry Observation - Valuation, Centralization, Transparency, and Rebranding
- Jeff Morris on Multiplayer AI Social Apps
- Blockworks | Beyond Secured Value: How TTV Best Reflects Oracle Fundamentals
- Cole Kennelly on Venture-Backed Tokens with Shorter Unlock shedules
- vik0nchain: So long, Solana? The Rise of Blockchain's Parallel Universes
- Tiger Research: The Inevitability of Decentralized Dark Pools
- Connor Keenan: Such Tokens - Much Wow
🐚 News 📕
- Grayscale Launches Aave Fund
- HBO’s New Documentary Claims to Reveal the Identity of Satoshi Nakamoto
- Telegram Confirms it Gave U.S. User Data to the Cops
🐚 Project Updates 🔔
- Virtual Protocol Presents Project Westworld
- Swift: Live Trials of Digital Asset Transactions on Swift to Start in 2025
- Visa Launching Tokenized Asset Platform on Ethereum
- Bungee Protocol — The Endgame
- 23andWE: Latest DataDAO Built on Vana
Tiger Research: The Inevitability of Decentralized Dark Pools
On-chain dark pools offer anonymity for traders while eliminating the need for centralized intermediaries. This addresses several issues present in traditional financial systems.
> Can on-chain dark pools revolutionize financial markets?👇
Source: https://reports.tiger-research.com/p/onchain-darkpool-eng?r=aaog1&utm_campaign=post&utm_medium=email&triedRedirect=true
Venture-Backed Tokens: Shorter Unlocks and Reasonable Valuations for Outperformance
“Venture-backed tokens with shorter investor unlock schedules launched at reasonable valuations should outperform the high FDV + 4 year unlock precedent in the coming months / years.”
Source: https://x.com/colegottweets/status/1842029237680722063?s=46&t=WkspzQsl_77TaN0nAv8q7A
Bungee Protocol — The Endgame
Bungee Protocol is a global liquidity marketplace, enabling users to perform any action across chains. It is designed to be a marketplace that optimizes for you, the end user, powered by Socket Protocol.
Source: https://medium.com/bungee-exchange/bungee-protocol-the-endgame-2cd14b63f753
Blockworks | Beyond Secured Value: How TTV Best Reflects Oracle Fundamentals
Total Value Secured (TVS) is no longer a useful KPI for assessing oracles. It is orthogonal to their fundamentals & distorts market share estimates
> This research propose “Total Transaction Value (TTV)” – a new metric that more closely correlates to oracle price demand👇
Source: https://x.com/blockworksres/status/1841886174417453166?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Binance Research: Industry Observation - Valuation, Centralization, Transparency, and Rebranding
This report examines several observations in the crypto market, focusing on valuation, the risks associated with centralization, the need for improved transparency in fund usage, and the rationale for rebranding.
Source: https://www.binance.com/en/research/analysis/industry-observation-valuation-centralization-transparency-and-rebranding
Yakitori: Sui Move, for Solidity Developers
This article discussed the separation of code and data in Sui Move. How Sui Move differs from Solidity, particularly in separating logic (modules) and data (objects)
Source: https://yakitori.dev/blog/00-sui-move-for-solidity-devs/
Telegram Confirms it Gave U.S. User Data to the Cops
Telegram finally updated its transparency bot to provide data on law enforcement requests.
Source: https://www.404media.co/telegram-confirms-it-gave-u-s-user-data-to-the-cops/
Caliber: Exploring Fully Homomorphic Encryption
Today's digital world faces the challenge of keeping data safe while still being able to use it
> FHE allows computations to be performed on encrypted data without ever needing to decrypt it, significantly enhancing data security
> This article dive deep into FHE, from theory to real-world applications
Source: https://mirror.xyz/calibervb.eth/PHokST-E6j4G4EV6mYcOH67RnqQRDtMAlU4t7YQelPw
Polymarket Volume (2024)
> Jan: $54 million
> Feb: $42 million
> March: $46 million
> April: $39 million
> May: $63 million
> June: $111 million
> July: $387 million
> Aug: $473 million
> Sept: $534 million
Source: https://x.com/mrink0/status/1841560943240609929?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Blockworks: Monad - High Performance Culture
As EVM chains continue to struggle with scalability, Monad represents an ambitious attempt to address their underlying scalability challenges
> A new high-performance L1 blockchain that promises an impressive 10,000 TPS and 1-second finality while maintaining full EVM compatibility👇
Source: https://x.com/blockworksres/status/1841829572641489010